Waterford Advisors, LLC

Position in KEY — Keycorp /New/

CIK 1960657 ORCHARD PARK, NY

Position in KEY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,609,650

+$209,499 QoQ

Shares Held

69,833

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.97%

of 13F equity value

Holder Rank

#317

of 933 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterford Advisors, LLC holds $4,623,669 across 3 Banks - Regional names. KEY ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBSH	Commerce Bancshares Inc /Mo/	44,863	$2,590,838
2	KEY	Keycorp /New/ This page	69,833	$1,609,650
3	MTB	M&T Bank Corp	1,778	$423,181

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609,650	69,833	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,400,151	69,833	-16.8%	Shares	Sole	2026-05-15
2025-12-31	$1,732,769	83,952	—	Shares	Sole	2026-02-20
No filing history on record for this holder in this stock.